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Carroll Advisory Group’s NVIDIA NVDA Stock Holding History

Carroll Advisory Group’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1M Buy
65,293
+336
+0.5% +$69.1K 4.29% 9
2026
Q1 		$11.3M Buy
64,957
+746
+1% +$137K 4.4% 8
2025
Q4 		$12M Buy
+64,211
New +$12M 5.18% 6

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carroll Advisory Group's NVDA Position: Q2 2026 in Review

Carroll Advisory Group increased its NVIDIA (NVDA) stake by 0.52% in Q2 2026, buying an estimated $69.1K and bringing the position to 65,293 shares worth $13.1M. The position accounts for 4.29% of the portfolio, ranked #9.

Carroll Advisory Group first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,949 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Carroll Advisory Group held 65,293 shares of NVIDIA worth $13.1M as of Q2 2026.
  • Carroll Advisory Group bought 336 NVIDIA shares in Q2 2026, an estimated $69.1K.
  • NVIDIA made up 4.29% of Carroll Advisory Group's portfolio in Q2 2026, its #9 holding.
  • Carroll Advisory Group first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 5,949 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.